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Sales Dashboard in Excel: Track KPIs and Performance - ExcelGPT

Published on 2025-12-08T00:10:03+08:00

Sales Dashboard in Excel: Track KPIs and Performance

Sales Dashboard in Excel: Track KPIs

Essential Sales KPIs

Revenue Metrics

Total Revenue
Revenue vs Target
Month-over-Month Growth
Year-over-Year Growth

Activity Metrics

Deals Closed
Win Rate
Average Deal Size
Sales Cycle Length

Dashboard Layout

Top Row: KPI Cards

Large numbers for key metrics
Comparison to target/previous period
Trend indicators (arrows)

Middle Section: Charts

Revenue trend (line chart)
Sales by rep (bar chart)
Regional breakdown (pie/map)

Bottom Section: Details

Top deals table
Pipeline summary
Recent activity log

Building Steps

Data Source: Create a table with all sales data
Pivot Tables: Summarize data for each visualization
Charts: Create from pivot tables
Slicers: Add filters for Date, Region, Rep
KPI Formulas: =Revenue/Target*100

Conclusion

A well-designed sales dashboard drives better decisions and team performance.

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